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World Lung 2024 preview – the pressure is on for Summit

Akeso’s ivonescimab, which Summit licensed for $500m up front, is shaping up to be the primary focus of this year’s instalment of the World Conference on Lung Cancer. The Chinese Harmoni-2 study in first-line, PD-L1 ≥1% expressing NSCLC, where this anti-PD-1 x VEGF bispecific was sensationally said to have “decisively” beaten Keytruda on PFS in May, features in a World Lung presidential session on 8 September. This will mark the first time investors can scrutinise full data from this study, whose abstract remains under embargo at present. The meeting this year will be overshadowed by ESMO, which takes place just a week later. Its other significant focus for biotech investors will be a 9 September session on KRAS G12C inhibitors, featuring projects from InventisBio, Lilly, Genfleet/Innovent and Roche. Given an uptick in interest on DLL3 Boehringer Ingelheim’s T-cell engager BI 764532 could also come into focus at World Lung. That said, investor expectations are clear: Summit’s stock tripled when Harmoni-2 was toplined, and since then it’s gained another 25%; anything less than stellar data will disappoint.


Selected World Lung 2024 presentations

ProjectMechanismCompanyStudyAbstract
IvonescimabAnti-PD-1 x VEGF MAbAkesoHarmoni-2, vs Keytruda in 1L PD-L1 ≥1% NSCLCPL02.04*
Ifinatamab deruxtecanAnti-B7-H3 ADCDaiichi Sankyo/ Merck & CoIdeate-Lung01 in ES-SCLCOA04.03**
BAY2927088EGFR inhibitorBayerSoho-01, HER2-mutant NSCLCPL04.03*
ZongertinibHER2 exon 20 inhibitorBoehringer IngelheiimHER2-mutant NSCLCPL04.04*
ForitinibALK/ROS1 inhibitorFochonPh3 vs Xalkori in ALK+ve NSCLCOA09.03
Tusamitamab ravtansineAnti-CEACAM5 ADCSanofiCarmen-LC03 in 2L non-squam NSCLC (failed study, project discontinued)OA08.05**
RilvegostomigAnti-PD-1 x TIGIT MAbAstraZeneca1L NSCLC with PD-L1 1-49% or ≥50%OA11.03
BI 764532Anti-DLL3 T-cell engagerBoehringer IngelheiimPh1 dataOA10.05
GarsorasibKRAS G12C inhibitorInventisBioPh2 in KRAS G12C NSCLCOA14.03
OlomorasibKRAS G12C inhibitorLillyKeytruda + chemo combo in KRAS G12C NSCLCOA14.04
FulzerasibKRAS G12C inhibitorGenFleet/InnoventPivotal ph2 in NSCLCOA14.05
DivarasibKRAS G12C inhibitorRoche+/- Tecentriq in KRAS G12C NSCLCOA14.06

Notes: *presidential session, also featured in World Lung press briefing; **also featured in World Lung press briefing.

 

World Lung will take place in San Diego on 7-10 September.